During the discussion with Tom Herren (VP – App Engineering & Design at TD Securities), John Lin (Head of Non-taxable Investment Product Development at Alliance Bernstein), and Anil Yashavant (Head of Trading UI, North Rock Capital Management), we will discuss good practices for working with the business to understand their needs and managing stakeholders; why is interoperability an integral part of every digital transformation project; what are the key takeaways for a successful interop-based practice; and how to keep innovating continuously.
- Tom Herren – VP – App Engineering & Design, TD Securities
Tom Herren is a technology leader within TD Securities, operating at the forefront of app development, design and interoperability. Founding a technology practice known as The Factory in 2020, Tom introduced the concept of Interoperability to TD Securities and has helped shape the organization’s desktop strategy in the time since. When he’s not obsessing over every pixel in an app, you might find him climbing mountains around the world.
- Anil Yashavant – Head of Trading UI, North Rock Capital Management, LLC
Anil has strong experience in building Trading and Financial UI systems, spanning various desktop, web and mobile technologies. He has led UI development teams at Alliance Bernstein, JP Morgan, Millennium and North Rock. He is currently leading a team that is building a state-of-the-art Trading UI for North Rock Capital Management.
- John Lin – Head of Non-taxable Investment Product Development, Alliance Bernstein
With over 20 years of experience in product development within the finance industry, I embarked on my career at Merrill Lynch, contributing to the enhancement of their credit card and security lending platforms. For the past 13 years, I’ve been part of the Fixed Income Technology team at Alliance Bernstein. My expertise lies in spearheading the development of cutting-edge portfolio management, order management, and order execution platforms, playing a pivotal role in shaping the technological landscape of Alliance Bernstein’s Fixed Income business.
- Steve Grob – Founder, Vision57
Steve Grob is founder of the consulting firm Vision57 and an industry veteran focused on market technology, market structure and strategy. He is the former director of group strategy for Fidessa Group plc, which was acquired by ION in 2018. At ION, he served as Chief Marketing Officer. He announced his departure from ION in June 2019. In addition, Grob writes regular commentaries about market-related issues, and moderates and participates in panels at the most popular financial services events.